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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2226	MIG Capital Newport Beach, California	$29.5M	$0	1	5.33%	Maintained
2227	Wedge Capital Management Charlotte, North Carolina	$29.4M	+$11.2M	8	0.47%	Increased
2228	Heartland Advisors Milwaukee, Wisconsin	$29.4M	-$5.05M	3	1.68%	Reduced
2229	SageView Advisory Group Newport Beach, California	$29.4M	+$2.92M	7	1.64%	Increased
2230	Chiron Investment Management New York	$29.4M	+$16.5M	4	8.24%	Increased
2231	Rench Wealth Management Denton, Texas	$29.4M	+$257K	4	12.88%	Increased
2232	Crystal Rock Capital Management Bannockburn, Illinois	$29.4M	+$204K	5	21.72%	Increased
2233	Hillman Capital Management Bethesda, Maryland	$29.3M	-$399K	4	10.36%	Reduced
2234	Blume Capital Management Berkeley, California	$29.3M	-$352K	9	8.58%	Reduced
2235	American Money Management Rancho Santa Fe, California	$29.3M	+$119K	4	7.31%	Increased
2236	Drexel Morgan & Co Radnor, Pennsylvania	$29.3M	+$58.1K	3	7.6%	Increased
2237	Cornerstone Wealth Group Huntersville, North Carolina	$29.3M	-$2.93M	6	5.31%	Reduced
2238	Harbour Investment Management Edmonds, Washington	$29.2M	-$48.3K	4	15.38%	Reduced
2239	Psagot Value Holdings Tel Aviv, Israel	$29.2M	-$13.3M	11	14.76%	Reduced
2240	Gavilan Investment Partners Burlingame, California	$29.2M	+$436K	1	13.02%	Increased
2241	Abacus Planning Group Columbia, South Carolina	$29.2M	+$61.4K	7	7.05%	Increased
2242	BBR Partners New York	$29.1M	-$744K	6	3.22%	Reduced
2243	BDA Borer Denton & Associates Blue Bell, Pennsylvania	$29.1M	-$533K	2	11.44%	Reduced
2244	Pensionfund Sabic Sittard, Netherlands	$29M	$0	6	9.73%	Maintained
2245	Stanley Capital Management Houston, Texas	$29M	$0	4	7.84%	Maintained
2246	Glassy Mountain Advisors Bethesda, Maryland	$29M	+$26.8M	4	12.9%	New
2247	Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$28.9M	-$2.38M	4	9.75%	Reduced
2248	Hudson Way Capital Management Dallas, Texas	$28.9M	-$4.57M	1	5.43%	Reduced
2249	IFG Advisory Atlanta, Georgia	$28.9M	+$3.7M	6	2.56%	Increased
2250	Rowlandmiller & Partners Atlanta, Georgia	$28.8M	+$1.14M	6	6.81%	Increased